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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,968 | $53,128+35.5% | $86,582-16.9% | $70,126+2.6% |
| Participation rate | 98.1% | 65.3%+32.8pp | 73.5%+24.6pp | 69.5%+28.6pp |
| Annual return | 22.20% | 27.66%-5.5pp | 965.08%-942.9pp | 73.15%-50.9pp |
| Employer contribution / active EE | $7,949 | $2,068+284.4% | $2,839+179.9% | $2,343+239.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,689 | $3,584+86.6% | $4,904+36.4% | $4,645+44.0% |